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semiconductor: Archive

Sejuti Banerjea

Geopolitics, AI Drive Prospects in Semiconductors: 2 Stocks

Despite secular growth prospects for the Semiconductor industry, rich valuations keep us on the sidelines. NVDA and TXN are worth tracking.

TXNPositive Net Change NVDANegative Net Change

Anirudha Bhagat

Should You Hold NVIDIA Stock as Meta & Microsoft Double Down on AI?

Fresh AI investment commitments from Meta Platforms and Microsoft signal that NVIDIA's chips will remain in high demand as hyperscalers scale their AI platforms.

MSFTPositive Net Change NVDANegative Net Change METANegative Net Change

Zacks Equity Research

Broadcom and JinkoSolar have been highlighted as Zacks Bull and Bear of the Day

Broadcom and JinkoSolar have been highlighted as Zacks Bull and Bear of the Day.

FPositive Net Change JKSNegative Net Change GMPositive Net Change AVGONegative Net Change TSLAPositive Net Change

Andrew Rocco

Bull of the Day: Broadcom (AVGO)

Fueled by explosive AI growth, strong CapEx spending from tech giants, and a gigantic share buyback program, Broadcom is well-positioned to capitalize on the AI revolution.

MSFTPositive Net Change NVDANegative Net Change AVGONegative Net Change GOOGLPositive Net Change METANegative Net Change

Urmimala Biswas

ACMR Up on Q1 Preliminary Results: Is the Semiconductor Stock a Buy?

ACM Research pops 5% on strong preliminary Q1 results, signaling solid momentum. But is it a buy now, or has the stock already priced in the upside? Let's find out.

LRCXPositive Net Change AMATPositive Net Change ACMRPositive Net Change

Zacks Equity Research

FORM Q1 Earnings Surpass Estimates, Stock Rises on Positive Outlook

FormFactor's Q1 results reflect strength in strong HBM demand, margin expansion and a bullish Q2 outlook, with double-digit revenue growth.

FORMPositive Net Change CRTONegative Net Change PAYCPositive Net Change UPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for May 1st

GFF, AVGO and SWX made it to the Zacks Rank #1 (Strong Buy) growth stocks list on May 1, 2025

SWXPositive Net Change AVGONegative Net Change GFFPositive Net Change

Subham Roy

Applied Materials Stock Plunges 17% in 3 Months: Time to Hold or Fold?

AMAT's strong position in the semiconductor manufacturing and AI-driven chip production space makes the stock worth retaining.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Shuvra Shankar Dey

ARM Stock Down 30% in 3 Months: Time to Buy or Wait Longer?

Given the recent fall in Arm Holdings shares, we evaluate the stock's current position to determine whether it presents a good investment opportunity.

QCOMPositive Net Change AAPLPositive Net Change ARMPositive Net Change

Urmimala Biswas

Astera Labs vs. Marvell: Which AI Infrastructure Stock is a Better Buy?

Astera Labs and Marvell Technology develop high-speed connectivity solutions for AI and data center infrastructure. Let's see which stock is poised to dominate.

MRVLNegative Net Change ALABPositive Net Change

Zacks Equity Research

NXP Semiconductors Q1 Earnings Beat Estimates, Revenues Fall Y/Y

NXPI's first-quarter 2025 results reflect weakness across Automotive, Communication Infrastructure & Others and Industrial & IoT segments.

NXPIPositive Net Change SMCIPositive Net Change PAYCPositive Net Change AFRMNegative Net Change

Zacks Equity Research

AI-Driven Server and Storage Demand Likely to Boost SMCI's Q3 Earnings

AI-driven demand for GPUs and cooling solutions is likely to have boosted Super Micro Computer's Server and Storage Systems revenue growth in Q3.

AVGONegative Net Change SMCIPositive Net Change PEGAPositive Net Change PAYCPositive Net Change

Mark Vickery

Top Analyst Reports for Microsoft, Broadcom & McDonald's

Today's Research Daily features new research reports on 16 major stocks, including Microsoft Corporation (MSFT), Broadcom Inc. (AVGO) and McDonald's Corporation (MCD), as well as a micro-cap stock Kingsway Financial Services Inc. (KFS).

MSFTPositive Net Change MCDPositive Net Change TMOPositive Net Change AVGONegative Net Change FIPositive Net Change BABAPositive Net Change KFSPositive Net Change

Mark Vickery

Markets Fight Back to Flattish; Q1 After the Close: FFIV, CDNS & More

Today saw a mid-day dip across major indexes, but rebounded into the green by the end of the session -- all but the tech-heavy Nasdaq.

NUEPositive Net Change FFIVPositive Net Change NXPIPositive Net Change CDNSPositive Net Change

Anirudha Bhagat

Is Lam Research Stock a Buy Post Upbeat Q3 Earnings Performance?

A solid financial performance, a strategic focus on AI-driven growth and discounted valuation make LRCX stock a prudent investment choice right now.

NVDANegative Net Change LRCXPositive Net Change MRVLNegative Net Change AVGONegative Net Change

Zacks Equity Research

KLAC Set to Report Q3 Earnings: What's in the Cards for the Stock?

KLA Q3 performance is expected to have gained from services and advanced packaging growth. Higher tax rates and export license delays are likely to have ailed.

KLACPositive Net Change COMPPositive Net Change STNEPositive Net Change XYZPositive Net Change

Zacks Equity Research

Markets Wait for Several Key Economic and Earnings Data

Markets Wait for Several Key Economic and Earnings Data.

AMZNNegative Net Change AAPLPositive Net Change MSFTPositive Net Change ADPPositive Net Change NUEPositive Net Change DPZPositive Net Change FFIVPositive Net Change NXPIPositive Net Change METANegative Net Change

Subham Roy

Should You Buy Super Micro Computer Stock Before Q3 Earnings?

SMCI's Q3 performance is likely to have reflected benefits from AI-driven robust demand for its server and storage solutions.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change SMCIPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for April 28th

LMB, APELY and AVGO made it to the Zacks Rank #1 (Strong Buy) growth stocks list on April 28, 2025

AVGONegative Net Change APELYNo Net Change LMBPositive Net Change

Brian Bolan

Bull Of The Day: ACM Research (ACMR)

This chip stock posted a couple of great quarters and the recent pull back is a great buying opportunity.

ACMRPositive Net Change

Nalak Das

5 Stocks With Lucrative Valuation and Price Upside to Buy on the Dip

Buy five stocks on the dip to tap solid near-term price upside. These are: AFRM, MRVL, SMCI, QCOM, EIX.

QCOMPositive Net Change EIXPositive Net Change MRVLNegative Net Change SMCIPositive Net Change AFRMNegative Net Change

Zacks Equity Research

ACM Research and Beacon Roofing have been highlighted as Zacks Bull and Bear of the Day

ACM Research and Beacon Roofing have been highlighted as Zacks Bull and Bear of the Day.

FPositive Net Change GMPositive Net Change ACMRPositive Net Change TSLAPositive Net Change

Zacks Equity Research

Stock Market News for Apr 28, 2025

U.S. stock markets closed higher on Friday as market participants remained busy to weigh the impact of the Trump administrations tariff and trade policies.

NVDANegative Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in QuickLogic (QUIK) Stock?

Investors need to pay close attention to QuickLogic (QUIK) stock based on the movements in the options market lately.

QUIKPositive Net Change

Zacks Equity Research

NXPI Set to Report Q1 Earnings: What's in Store for the Stock?

NXP Semiconductors' Q1 results are expected to benefit from an expanding portfolio and 1 billion Euro loan sanction.

QCOMPositive Net Change CTSHPositive Net Change NXPIPositive Net Change METANegative Net Change